Strategic Opportunity REIT

No Form 1099 issued for 2025 as there was no taxable activity for the year.

Pacific Oak Strategic Opportunity REIT is a non-traded Real Estate Investment Trust (REIT) that closed its initial public offering on November 20, 2012. On October 01, 2020 Pacific Oak Strategic Opportunity REIT II shareholders approved the merger into Pacific Oak Strategic Opportunity REIT. This REIT was designed to capitalize on the dislocation, lack of liquidity, and government intervention that exists in the commercial real estate markets by acquiring a diverse portfolio of opportunistic investments in discounted debt and distressed equity assets. The goal of Pacific Oak Strategic Opportunity REIT is to provide stockholders attractive total returns through the purchase of non-performing loans at favorable prices and real estate from distressed sellers who are unable to come up with the capital to re-size maturing loans in the face of a reduced capital supply and tighter lending standards.

(1) Shares of Strategic Opportunity REIT are subject to risks. These risks may include changes in real estate value and other investments, changes in tax laws, impacts of COVID-19 or other pandemics, lack of liquidity due to no public market. See filings with the SEC for more information.

To view Pacific Oak Strategic Opportunity REIT II historical information, such as past investor information, press releases, and distributions, please click here.

As of February 1,2026, Pacific Oak Capital Advisors is no longer the advisor for Pacific Oak Strategic Opportunity REIT.

Please find below information that may be useful: 

Q: Where can I find information as to why the share value reduced to $0.01?
A: Per a recent 8-K filing, EDGAR Entity Landing Page, due to the default on the two bonds the REIT is not able to post an updated NAV so a price of $0.01 is being used as a place holder until the board and bond holders make a decision on the REIT’s future.

Q: Will there be a Form 1099 for the 2025 tax year?
A: There was no taxable activity for the 2025 tax year so 1099’s were not created.

Q: Where can I access investment statements?
A: Due to the REIT’s financial distress and in order to reduce costs, it was decided to discontinue all non-required services such as statement generation.  As a result, statements are no longer available.

Q: Where can I find account cost basis information?
A: Due to the REIT’s financial distress and in order to reduce costs, it was decided to discontinue all non-required services.  As a result, online access to account history is no longer available.  Please consult with your CPA or tax professional for specific guidance.

Q: Can I take the loss off my taxes this year?
A: Please consult with your CPA or tax professional for specific guidance.  However, it is important to note that the REIT has not liquidated, and shares are still active. 

Q: Going forward how do I get updated fund information?
A: Please check for filings at: EDGAR Entity Landing Page.  For specific questions send email to: [email protected]